See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,821 | $49,280+5.2% | $67,313-23.0% | $64,186-19.3% |
| Participation rate | 64.0% | 60.8%+3.2pp | 69.1%-5.1pp | 69.6%-5.6pp |
| Annual return | -6.87% | -1.39%-5.5pp | -4.08%-2.8pp | 7.63%-14.5pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,585 | $2,484-36.2% | $3,568-55.6% | $3,470-54.3% |
| Admin fee / account holder | $3,481 | $3,863-9.9% | $4,507-22.8% | $4,888-28.8% |